Performance Guidelines are a collection of the recognized tasks or activities associated with the maintenance of highways. The Performance Guidelines include the following: purpose of the task, ideal crew size, types of equipment, types of material required, daily accomplishments that should be achieved, proper time and frequency for performing the tasks, etc. Combining all the attributes, Performance Guidelines are “Output Measures” representing calculations of planned activity and effort.
The objective of this lesson is for the participant to understand how to access to the Performance Guideline window, review and make edits. At the end of this lesson, the user should be able to review and update the Performance Guideline data. |
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In this example, we modify the Performance Guideline data by performing the steps below:
1. Open the Maintenance Manager Performance Guideline window: Maintenance Manager > Planning > Setup > Performance Guidelines.
How to Make a Local Performance Guideline
2. Right-click on the activity of interest (in the Activities pane) you will created a local performance guideline for and select Override Parent Setup. Your admin. unit will now be shown in the Organizational Unit column and data in the Labor, Equipment, Material, and Calendar panes becomes editable.
3. In the Labor pane, you should now be able to Edit existing information. Insert additional labor resources by using the right-click Insert command, or remove labor resource by selecting Delete from the shortcut menu.
4. Repeat step 3 to edit Equipment and Materials that are part of this Performance Guideline.
Note:
After modifying and saving the new Performance Guidelines, the user (Sys. Admin or Super User) must run the system job that stores the new Performance Standards by year so they will be available in other windows of the system.
How to Revert to an Inherited Performance Guideline
Note:
This method will replace a local standard with that from the nearest parent in the organizational hierarchy
5. Right-click on the activity with a local performance guideline (in the Activities pane) and select Revert to Parent Setup.
6. Click Reload to refresh the page. The Performance Guidelines from the current Organizational Unit's nearest parent is now the Performance Guideline for the selected activity.
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Calculating Unit Cost in the Performance Guidelines Window
The unit costs for Performance Guidelines are updated in one of three ways depending on the requirements of your particular agency. One of the methods is by utilizing historical work order costs. The other two involve the use of system jobs. These methods are summarized below.
Method 1: Using Historical Work Order Costs
1.Right-click on the activity of interest (in the Activities pane) and select Show Cost Aggregation. This displays the Cost Aggregation window.
2. In the Cost Factors pane, adjust the weighting factors as necessary for each year. If necessary, insert or remove years by using right-click commands. To not take a year’s cost into account, enter its cost factor as 0.
3. Once the Cost Factors pane shows the appropriate years and weighting factors, right-click in the Weighted Average Costs by Activity pane and then select Refresh Costs. This command calculates the average historical unit costs (and employee hours) and then displays the results in the Weighted Average Costs by Activity pane.
4. Right-click in the Weighted Average Costs by Activity pane and then click Update Statewide Performance Guideline. This command applies the average historical unit costs (and employee hours) to only those Performance Guidelines that are used agency-wide (the guidelines that are inherited are not updated).
5. When the Update Statewide Performance Guideline command is executed, the system updates the following columns in the Activity pane of the Performance Guidelines window (with the costs shown in the Cost Aggregation window): Labor Costs ($); Equipment Costs ($); Material Costs ($); and Unit Cost ($).
Method 2: Run The “Fill QG Labor and Material Costs” System Job
This system job (only run by the Sys Admin) applies to inherited Performance Guideline records. The job replaces the detailed labor and material costs in the Resources panes with the actual averages found in employee data and material inventory data respectively. The updating of these detailed unit costs then adjusts the values in the two read-only columns Labor Unit Costs for My Admin Unit and Material Unit Costs for My Admin Unit in the Activities pane. See sample screenshot.
Note:
This job does not update the overall unit cost. If desired, you may accomplish this by using the Calculate Costs command
Method 3: Run The “Update LEM Activity Standard Costs” System Job
For all Performance Guideline records, this system job (run by the Sys Admin) fills the unit cost in each of the Resources panes with the unit cost values for the labor class code and equipment class code as well as the cost value for the master material unit for materials. It then fills the labor, equipment, and material unit costs in the Activities pane from the data in the Resources pane (the same way that the Calculate Costs command does).
Note:
- If any labor or equipment class code unit cost value is null, an error message is displayed, and the job does not run. To recover from this error, set the null class code unit cost to an appropriate value and then re-run the job.
- When this method is used, the two read-only columns Labor Unit Costs for My Admin Unit and Material Unit Costs for My Admin Unit in the Activities pane are not needed (and may be hidden) because this job automatically fills the standard unit costs columns in the Activities pane. Consequently, you do not need to compare these values with standards and then decide whether to change the standards via the use of the Calculate Costs command.
1.Right-click on the activity (in the Activities pane) and select Show Cost Aggregation. This displays the Cost Aggregation window.
2. In the Cost Factors pane, adjust the weighting factors as necessary for each year. If necessary, insert or remove years by using right-click commands. To not take a year’s cost into account, enter its cost factor as 0.
3. Once the Cost Factors pane shows the appropriate years and weighting factors, right-click in the Weighted Average Costs by Activity pane and then select Refresh Costs. This command calculates the average historical unit costs (and employee hours) and then displays the results in the Weighted Average Costs by Activity pane.
4. Right-click in the Weighted Average Costs by Activity pane and then click Update Statewide Performance Guideline. This command applies the average historical unit costs (and employee hours) to only those Performance Guidelines that are used agency-wide (the guidelines that are inherited are not updated).
5. When the Update Statewide Performance Guideline command is executed, the system updates the following columns in the Activity pane of the Performance Guidelines window (with the costs shown in the Cost Aggregation window): Labor Costs ($); Equipment Costs ($); Material Costs ($); and Unit Cost ($).
